2023 Form 5500 filing — Indiana Teamsters Health Benefits Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014124535NAL0014942659002) for Indiana Teamsters Health Benefits Fund, reported by Board Of Trustees Of The Indiana Teamsters Health Benefits Fund under EIN 35-1074113 and plan number 503. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$95.1MReported net assets$95,055,606
ParticipantsNot reported
Provider compensation$301.3K2 Schedule C row(s)$301,349
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014124535NAL0014942659002
- Plan sponsor
- Board Of Trustees Of The Indiana Teamsters Health Benefits Fund
- EIN
- 35-1074113
- Plan number
- 503
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$95.1M total assets
Net assets$95.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $95,055,606
- Net assets (EOY)
- $95,055,606
- Total income / additions
- $35,538,412
- Benefits paid
- $0
- Administrative expenses
- $9,389,160
- Total expenses
- $9,389,160
- Net increase / (decrease)
- $26,149,252
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Wealth Management | INVESTMENT ADVISOR | $283,794 | not reported in the loaded dataset |
| Comerica Bank | CUSTODIAN | $17,555 | not reported in the loaded dataset |